# Zoho CRM Source: https://voksha.com/docs/connectors/zoho-crm/ > Send every caller to your Zoho CRM as a lead, with the details your agent collects on the call, and choose which Zoho field each detail goes into. After every call, your agent's collected details arrive in Zoho CRM as a new lead. Nobody retypes a caller's name, number or reason for calling. Your email, SMS, Slack and Google Chat alerts keep working exactly as they do today. Zoho is in addition to them, not instead of them. --- ## Where to find it **Dashboard → Agents → open the agent → Integrations → Zoho CRM.** The Zoho CRM card appears when your plan includes Zoho CRM. If your plan does not, it is listed under **Available on other plans** with an **Upgrade** button, or [contact support](https://voksha.com/docs/help/) and we can switch it on for your agent. Press **Set up** on the card to connect, or **Manage** once it is sending leads. Owners and managers of the agent can both use it. --- ## What you need | | What | Where from | |---|---|---| | 1 | **A Zoho CRM account** | The account your leads should land in | | 2 | **The Data Operations MCP server, installed** | In Zoho CRM, open **MCP Server**, then **Install** on the **Data Operations** card | | 3 | **Its MCP server URL** | Shown once Data Operations is installed. It looks like `https://zoho-crm-data-operations-....zohomcp.com/mcp/.../message` | | 4 | **A Zoho login that can approve apps** | Used once, to approve Voksha | > **Warning:** **Use Data Operations, not Data Insights.** Zoho offers several MCP servers. Data Insights can only > read records, so it cannot create a lead. If you connect it, the page says **Connected, but cannot > create leads** and asks for the Data Operations URL instead. Zoho's own region shows in the address: `zohomcp.com`, `zohomcp.in`, `zohomcp.eu` and the other regions all work. --- ## Connecting 1. Paste your Data Operations URL into **Zoho MCP server URL** and press **Save URL**. 2. Press **Connect Zoho**. You are taken to Zoho. 3. Sign in if Zoho asks, check what Voksha is asking for, and press **Accept**. 4. Zoho sends you back to the same page, which now says **Connected**. That is the whole setup. Voksha picks Zoho's create-record tool and a sensible starting field mapping for you, and switches sending on. > **Note:** **Your Zoho, your approval.** Voksha connects with an approval you give from your own Zoho account, > and never with a shared key of ours. You can revoke it in Zoho at any time and our access ends > immediately. The URL you paste is stored encrypted and only ever shown shortened. --- ## Send a test lead Once connected, press **Send test lead**. A lead called **Voksha Test** appears in Zoho CRM's Leads within a few seconds, filled in from your agent's current collected details with obvious sample values: a phone number of 5550100 and an email of test@example.com. It proves the connection and your field mapping without waiting for a real call. Delete it in Zoho once you have seen it. If it does not arrive, the page tells you why in plain words. --- ## What gets sent Only your agent's [collected details](https://voksha.com/docs/agents/collected-details/). Nothing else: no call summary, no recording, no values Voksha makes up. | You collect | It lands in Zoho as | |---|---| | The caller's name, for example **Client Name** | **First Name** and **Last Name**, split on the last space | | A phone number | **Phone** | | An email address | **Email** | | Anything else, for example insurance or call reason | A line in **Description**, like `Call Reason: new client intake` | That is the starting mapping. Change any of it under **Field mapping** below. A detail the caller never gave is left empty in Zoho, never filled with "Unknown". --- ## Field mapping The **Field mapping** section lists every detail your agent collects, each with a dropdown of where it goes in Zoho. | Choice | What happens | |---|---| | **Full name (split into First and Last Name)** | One full name is split into Zoho's two name fields | | **Description** | Added to the lead's notes as a `Label: value` line | | **Any Zoho Lead field** | The value goes straight into that field | | **Don't send** | The detail is not sent to Zoho | The list of Zoho fields is read live from **your** Zoho CRM, so your own custom fields appear by name, for example an **Insurance Carrier** field your team added. If Zoho cannot be asked at that moment, the dropdown shows the standard Lead fields instead and says so. Press **Save mapping** when you are done. The next lead uses it. > **Tip:** **A detail you add later is not lost.** If you add a new collected detail after connecting, it starts > out going to Description (or to Phone, Email or the name, if that is what it looks like) until you > choose otherwise. --- ## The name is required Zoho CRM does not allow a lead without a **Last Name**. So: - **Your agent must collect the caller's name.** Keep a detail such as **Client Name** under [Configure, Call Details](https://voksha.com/docs/agents/collected-details/), and map it to **Full name** or **Last Name**. Without one, the Zoho page shows a warning, and **Save mapping** stays off until a detail is sent to a name field. - **A caller who never gives a name does not become a lead.** That call still reaches you by email and chat as usual, so nobody is lost. It just is not created in Zoho. --- ## What the status means | Status | Meaning | What to do | |---|---|---| | **Not set up** | No URL saved yet | Paste your Data Operations URL | | **Ready to connect** | URL saved, not approved yet | Press **Connect Zoho** | | **Connected** | Every caller is sent to Zoho as a lead | Nothing. The time of the last lead shows underneath | | **Needs reconnecting** | Zoho signed Voksha out, for example after the approval was revoked | Press **Reconnect Zoho** | | **Connected, but cannot create leads** | The URL is for a read-only server | Replace it with the Data Operations URL | The **Last lead** line under the status shows when the most recent lead was sent, and if one failed, the reason Zoho gave. --- ## Changing your mind - **Replace URL** switches to a different Zoho MCP server. The old approval is dropped and sending pauses until you press **Connect Zoho** again. Your field mapping is kept. - **Disconnect** stops sending leads. Your URL and field mapping are kept, so reconnecting later is one click. --- ## Next steps - [Collected details](https://voksha.com/docs/agents/collected-details/): Choose what your agent captures, and so what reaches Zoho - [Where calls are sent](https://voksha.com/docs/calls/notifications/): Email, SMS, Slack and Google Chat alerts, alongside Zoho